See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,324 | $77,813-39.2% | $123,544-61.7% | $64,186-26.3% |
| Participation rate | 64.2% | 74.7%-10.6pp | 82.3%-18.1pp | 69.6%-5.4pp |
| Annual return | -5.85% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,868 | $3,014-38.0% | $4,628-59.6% | $2,381-21.5% |
| Participant deferral / active EE | $4,156 | $5,240-20.7% | $6,426-35.3% | $3,470+19.8% |
| Admin fee / account holder | $13,181 | $5,519+138.8% | $9,284+42.0% | $4,888+169.6% |